Girard Partners, a Univest Wealth Management Firm, was included in Financial Advisor's 2017 RIA Ranking.
July 5, 2017
The culmination of the list is based on weighted factors, including year end assets, percentage growth in assets, assets per client and more. Girard Partners is listed as number 227 out of 638 firms, and is highlighted for their high percentage growth in assets and clients.
Securities and insurance products are offered through Univest Investments, Inc., member FINRA/SIPC and a licensed insurance agency. Investment advisory services are offered through Girard Partners, a Univest Wealth Management Firm. These affiliated companies are licensed subsidiaries of Univest Corporation of Pennsylvania. Products and services offered are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of any principal amount invested.